Jjp Capital Management, INC.
Assets Under Management
$348.7M
Number of Clients
61
Number of Advisors
1
Avg. Portfolio per Client
$5.7M
Avg. Managed per Advisor
$348.7M
Compensation
Fee-Only (% of Portfolio)
About This Firm
JJP Capital Management offers investment advice and manages portfolios using publicly traded securities. They tailor investment recommendations based on each client's financial situation, goals, and risk tolerance. The firm primarily serves individuals, trusts, and retirement accounts, but also manages assets for some non-profit entities. JJP Capital Management uses individual stocks, bonds, and U.S. Treasury securities in their advisory service.
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.5M | 0.75% |
| $1.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Loading...
Location
112 South College Avenue, Columbia, MO, 65201